Initially, you are assigned one login to the Help Center Manager. If required, you can invite additional users by selecting the Invite Users option from the Profile button.
Note: The Invite Users option is only available for users with the Swifteq Role of Owner. The user that is created for you initially by Swifteq will have been set as an Owner. When you invite additional users, you can set any of these additional users as an Owner.
Note: If you have multiple users, they should not use any functions that write to your Zendesk Help Center at the same time. These are the functions that alter articles in your Zendesk Help Center, such as Editing an article, Find and Replace or Duplicate. More than one user can use any read functions and Analytics at the same time without any issues.
Note: You can Invite Users with the Role of View Only which only allows those users to read information in Help Center Manager.
In this Article
Inviting Users
Editing a User's Role or Removing a User's Access to Help Center Manager
Inviting Users
- Click the Profile button in the top right-hand corner and select Invite Users.
The Invite Users screen displays. This shows the email of the user created initially as the "Principal Owner".
- To invite an additional user, enter the email address of the user you want to send the invite to.
- Select the Swifteq Role for the user.
- When a user is set with the Swifteq Role of Owner, the user can invite other users.
- When a user is set with the Swifteq Role of Contributor, the user can do anything in Help Center Manager but can not invite other users.
- When a user is set with the Swifteq Role of View Only the user can only read the information. This allows you to invite team members to access the data without the risk of unwanted changes.
The Role is set by default as a Contributor.
- Click Invite team members.
The invited user's email displays and you can invite additional users.
- The user is added to your Help Center Manager and an email is sent to the user. The following is an example of the email.
The invited user can access the Help Center Manager from the link using their email address and the password that has been sent.
If you have connected more than one Help Center, the invited user has access to all of the connected Help Centers for the account.
Editing a User's Role or Removing a User's Access to Help Center Manager
You can Edit a user's role, or Remove a user's access to Help Center Manager:
- Redisplay the Invite Users option from the Profile button.
This displays all the users you have invited.
- Click the vertical ellipsis next to the user you want to edit or remove and click Edit or Remove.
When editing, you can select the Role.
If you select Remove, the removed user will no longer have access to Help Center Manager.